Accenture plc
ACNQ3 2025(ACN Q4 FY2025)Estimated4.5% AI
AI Revenue %
4.5%
AI Fair Value
$3.1B
AI Revenue (Q)
$843.4M
Total Revenue (Q)
$18.7B
Source: SEC EDGAR 10-K Filing
View 10-K on SEC.govAnalysis
Q4 FY2025 (ended Aug 2025). FY2025 10-K states '$69.7B in revenues' and '$1.5B across 23 strategic acquisitions.' The 10-K introduces the new 'Reinvention Services' operating model and states: 'our early and decisive decision in fiscal 2023 to invest significantly to become a leader in generative AI with a $3 billion multi-year investment has positioned us to capture this new area of spend for our clients.' The 10-K also discusses 'advanced AI, which includes generative, agentic and physical AI, robotics.' Still NO AI-specific revenue disclosure. Q4 revenue: ~$69,700M - $52,077M = ~$17,623M. Math: $17,623M x 4.5% = ~$793M.
Analyzed by claude-opus-4-6
Quoted Figures
$69.7B in revenues... $1.5B across 23 strategic acquisitions
10-K FY2025, Item 1 Business Overview
our early and decisive decision in fiscal 2023 to invest significantly to become a leader in generative AI with a $3 billion multi-year investment has positioned us to capture this new area of spend for our clients.
10-K FY2025, Item 1 Business Overview
We had remaining performance obligations of approximately $34 billion and $30 billion as of August 31, 2025 and 2024, respectively.
10-K FY2025, Note 2 Revenues
AI Products Identified (Ring 1)
GenAI consulting & implementationAI strategy advisoryAgentic AI servicesData & AI platform servicesAI-powered managed servicesAI Navigator for EnterpriseReinvention Services (AI-embedded)
AI-Enabled Items (Ring 2 — Not Counted)
These items use AI but are not counted in the AI revenue estimate because they primarily serve non-AI functions.
Digital transformation consultingCloud migration servicesSystems integrationManaged servicesIndustry XSong
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix